Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. First Year PBGC Premium for Cash Balance Plan

   By Dennis Povloski, January 5, 2007
   • 5 replies
   • 1.9k views
   • 
   • flosfur
   • January 16, 2007

2. divorce after separation from service

   By Gudgergirl, November 10, 2010
   • 5 replies
   • 1.7k views
   • 
   • david rigby
   • November 12, 2010

3. AFN For EZ-Filer

   By emmetttrudy, May 24, 2017
   • 5 replies
   • 1.1k views
   • 
   • Effen
   • May 24, 2017

4. 415 or other limit on Cash Balance "contribution"

   By TPApril, October 21, 2023
   • 5 replies
   • 1k views
   • 
   • Jakyasar
   • October 26, 2023

5. PBGC Coverage

   By Renee H, October 22
   • 5 replies
   • 576 views
   • 
   • Renee H
   • November 5

6. Deduct 2 years' contributions in 1 tax year?

   By Flyboyjohn, February 16, 2019
   • 5 replies
   • 848 views
   • 
   • Mike Preston
   • February 25, 2019

7. Cash Balance Determination Letter

   By jessgaines, February 28, 2020   

   • irs
   • cb
   • (and 2 more)

     Tagged with:

     • irs
     • cb
     • preapproved plan; prototype
     • individually designed plan
   • 5 replies
   • 1.2k views
   • 
   • LANDO
   • March 3, 2020

8. Employer Contributions to 401(k)/Profit Sharing Limited by Cash Balance Plan

   By metsfan026, September 3
   • 5 replies
   • 639 views
   • 
   • John Feldt ERPA CPC QPA
   • September 5

9. Top-Heavy Minimums

   By WDIK, June 4, 2003
   • 5 replies
   • 1.4k views
   • 
   • WDIK
   • June 6, 2003

10. terminated defined benefit plan with asset loss on an investment-what

    By thepensionmaven, December 11, 1999
    • 5 replies
    • 1.9k views
    • 
    • Dowist
    • December 16, 1999

11. Admin of 412(i) plans

    By pbarrett, October 8, 2003
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2003

12. Required Quarterly Contributions with Full Funding Credit

    By Guest Turtle_01, September 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2004

13. Funding for LS

    By Guest RBlaine, May 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

14. RMD for someone over 70.5

    By emmetttrudy, December 21, 2016
    • 5 replies
    • 1.6k views
    • 
    • Calavera
    • December 29, 2016

15. S404 deduction under PPA for a new Plan

    By flosfur, December 14, 2007
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 17, 2007

16. Valuation for a Terminated Plan

    By Blinky the 3-eyed Fish, October 7, 2005
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • October 10, 2005

17. Funding Deficiency

    By david rigby, June 1, 2001
    • 5 replies
    • 2.8k views
    • 
    • AndyH
    • June 1, 2001

18. Benefit Payable when no QDRO was written

    By ConnieStorer, October 23
    • 5 replies
    • 1.1k views
    • 
    • fmsinc
    • October 24

19. 415 Calculations

    By FAPInJax, August 17, 2009
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • August 18, 2009

20. Return of Non Deductible Contribution

    By ConnieStorer, April 8, 2019
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 8, 2019

21. 417(e), 415, 430

    By Effen, March 31, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 31, 2010

22. Contribution exceeds Sched C income

    By Earl, October 30, 2002
    • 5 replies
    • 1.8k views
    • 
    • Earl
    • November 1, 2002

23. Testing Age for General Testing - 1.401(a)(4) Regs

    By flosfur, February 10, 2004
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • February 10, 2004

24. May Cash Cow Plan Sponsor Deduct Contributions EEs of ASG

    By Guest EMM118, March 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • March 23, 2006

25. Contrib. within Deductible Limits but not deducted

    By JAY21, April 22, 2009
    • 5 replies
    • 1k views
    • 
    • JAY21
    • April 22, 2009

26. More Relius/EFAST Validation Error Message Issues

    By AndyH, July 21, 2010
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • July 23, 2010

27. PBGC Covered small plan wants to term without IRS determination letter

    By CharlesLeggette, December 30, 2013   

    • Termination;PBGC
    • 5 replies
    • 1.7k views
    • 
    • My 2 cents
    • December 31, 2013

28. Different Benefit formulas for employees

    By Gary, April 22, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2008

29. Accrued Benefit - Late Retirement

    By JBones, February 15, 2011
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • April 19, 2011

30. Deductible contribution

    By retbenser, January 13, 2011
    • 5 replies
    • 1.4k views
    • 
    • retbenser
    • January 13, 2011

31. top heavy required aggregation group

    By Earl, October 15, 2004
    • 5 replies
    • 2.5k views
    • 
    • SRM
    • October 20, 2004

32. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE, May 22, 2018
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 24, 2018

33. Unreduced Early Retirement causing forefeiture?

    By John314, July 18, 2017   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • forefeiture
      • early retirement
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • July 18, 2017

34. retroactive benefit reduction

    By lexi, December 8, 2006
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 10, 2006

35. Plan termination and lump sums

    By abanky, September 18, 2007
    • 5 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

36. Is PPA Funding Just Plain Wrong?

    By Andy the Actuary, December 22, 2008
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • December 27, 2008

37. Notification Requirements Upon Leaving

    By Guest Peg H, August 28, 1998
    • 5 replies
    • 3.2k views
    • 
    • Wessex
    • September 1, 1998

38. Change in funding method

    By FAPInJax, May 1, 2002
    • 5 replies
    • 2.3k views
    • 
    • FAPInJax
    • May 2, 2002

39. New MDIB rules

    By Guest Barbara Neckrich, August 31, 1998
    • 5 replies
    • 4.3k views
    • 
    • Wessex
    • September 2, 1998

40. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 2.3k views
    • 
    • C. B. Zeller
    • December 6, 2022

41. PBGC Exemption Question

    By Guest pjm, February 10, 2004
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 11, 2004

42. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 2, 2009

43. Amending Schedule SB

    By Andy the Actuary, July 18, 2014
    • 5 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 20, 2016

44. Pension payroll tracking system

    By david rigby, October 25, 2017
    • 5 replies
    • 1.2k views
    • 
    • Effen
    • October 26, 2017

45. More on RMDs made in 2006, 2007

    By Gary, February 28, 2007
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • March 5, 2007

46. Pension Plan for Self-Employed

    By Gary, February 27, 2008
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 27, 2008

47. Vesting with new plan (have another plan)

    By Dinosaur, May 31, 2011
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • May 31, 2011

48. Election to Apply Balances

    By Pension RC, September 14, 2017
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 14, 2017

49. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.2k views
    • 
    • Mike Preston
    • October 3, 2003

50. 415 Brain Cramp

    By mwyatt, December 18, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • December 19, 2007